Services
Through diligence, discipline, and hard work you have been blessed with wealth. Flower & Desiderio Financial Group, LLC, a comprehensive financial planning and wealth management firm, was created to help you address the unique financial challenges this wealth brings.
Sound counseling on your investments
- Portfolio Analysis - We will analyze your existing portfolio and recommend appropriate investments based upon your risk tolerance, tax bracket and long-term goals.
- Asset Allocation Strategy - We will show you how to balance your investments to hedge against extreme economic cycles and how to diversify to reduce your portfolio risk while enhancing your return.
Professional advising and accurate preparation of your tax returns
- Tax Planning and Preparation - We prepare tax returns and provide professional tax advice year-round.
Experienced Financial Planning
- We will help you set attainable financial goals based on your needs and personal situation and then monitor and report financial trends that may impact you.
Detailed Insurance Planning
- We will review your insurance needs and alternatives and examine policies before you purchase them.
Complete Handling of Your Estate
- We will advise you about how to handle your estate, including reviewing your wills and trusts and recommend how to divide your assets to reduce estate tax and probate costs while still meeting your needs.
Our staff includes Certified Financial PlannersTM and Certified Public Accountants.
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Frederic V. Flower, CFP, CPA *Wholly-owned subsidiary of TMG Holding Company, Inc. T/A The Medallion Group |
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